FEATURED ON
The needs of a client are unique; therefore, every meeting and plan is individually customized. Global Financial Services goes above and beyond to think outside the box to create the perfect solution for each person. When you become a client, you become a member of our family. We specialize in Annuities, Health Benefits, Voluntary Benefits, Life Insurance, and Medicare.
Educational Seminars
- Strategies to feel good about preparing for retirement
Strategies that can help rebuild your financial needs
Strategies in challenging times
Strategies to help achieve financial goals
Strategies to help achieve your long-term financial goals
Feel good about your retirement strategies
Feel confident about your retirement savings strategies
How you can get income that you won’t outlive*
Information about IRA’s and tax deferral characteristics **
Things to think about that may be more appropriate for your financial needs
How our clients have kept their money safe from market declines
Options that let you avoid taxes on IRA distributions**
Products that keep your principal safe from market declines*
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.